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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,897 | $86,938-55.3% | $102,423-62.0% | $80,925-51.9% |
| Participation rate | 72.4% | 72.4%+0.1pp | 76.5%-4.1pp | 67.7%+4.8pp |
| Annual return | 19.63% | 18.89%+0.7pp | 29.42%-9.8pp | 35.65%-16.0pp |
| Employer contribution / active EE | $642 | $2,369-72.9% | $3,023-78.8% | $2,756-76.7% |
| Participant deferral / active EE | $5,600 | $4,120+35.9% | $5,054+10.8% | $4,299+30.3% |
| Admin fee / account holder | $2,224 | $8,053-72.4% | $9,455-76.5% | $6,940-68.0% |